Stratos Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Stratos Wealth Advisors’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,366	Closed	-$387K	–	728
2023 Q3	$387K	Sell	8,366 -1,040	-11%	-$48.7K	0.03%	473
2023 Q2	$443K	Buy	9,406 +3,664	+64%	+$173K	0.03%	446
2023 Q1	$273K	Sell	5,742 -4,881	-46%	-$231K	0.02%	513
2022 Q4	$499K	Buy	+10,623	New	+$495K	0.04%	405
2021 Q4	–	Sell	-8,514	Closed	-$421K	–	566
2021 Q3	$421K	Sell	8,514 -4,868	-36%	-$241K	0.04%	391
2021 Q2	$663K	Buy	+13,382	New	+$664K	0.06%	310

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stratos Wealth Advisors's SHM Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2023, closing a stake of 8,366 shares — an estimated $387K sold.

Stratos Wealth Advisors first reported a position in SHM in Q2 2021 and held it in 6 quarters. The position peaked at $663K in Q2 2021. 428 funds tracked by Wall St. Rank hold SHM as of Q4 2023.

Stratos Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 8,366 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2023, an estimated $387K.
Stratos Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2021 and held it in 6 quarters.
Stratos Wealth Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $663K in Q2 2021.
428 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.